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Financial Planning Administrator

Location: POOLE, DORSET Salary: 20000 - 26000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 29 days ago Reference: 3045499
Exciting opportunity for a Financial Planning Administrator to join a successful IFA Practice located within Poole. My client is organically growing, progression opportunities to Paraplanner available and full support towards Level 4 Diploma in Financial Planning.

Salary circa £25,000 for a experienced Financial Services Administrator.



Key Duties:
• Be a point of contact for all clients
• Keep your product knowledge up to date, and ensure others in the office are aware
• Paperwork to implement recommendations
• Adhere to compliance within FCA guidelines
• Support the financial advisers providing 5* administrative support
• Providing illustrations and processing new business
• Research financial solutions 
• Maintain and update the database as required 



Key Skills:
• Hardworking and ambitious attitude
• Excellent written and verbal communication skills
• Aspirations to become a Paraplanner
• Upto date product knowledge
• Good team player


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